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TCW Flexible Income ETF (FLXR) Institutional Ownership

$38.13 -0.21 (-0.55%)
Closing price 03:59 PM Eastern
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$38.12 -0.01 (-0.01%)
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Institutional Ownership Changes (13F Filings) for TCW Flexible Income ETF (NYSE:FLXR)

Number of
Institutional Buyers
(last 12 months)
118
Total
Institutional Inflows
(last 12 months)
$828.25M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$80.66M
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FLXR Institutional Buying and Selling by Quarter

TCW Flexible Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/9/2026 Lunt Capital Management Inc.117,344$4.60M1.7%-2.5%0.131%
9/9/2026 IFP Advisors Inc3,205$126K0.0%+35.6%0.004%
9/9/2026 Baird Financial Group Inc.243,521$9.55M0.0%+4.3%0.272%
8/23/2026 Ameritas Advisory Services LLC6,962$273K0.0%N/A0.008%
8/23/2026 Morling Financial Advisors LLC819,626$32.14M8.9%+3.3%0.915%
8/21/2026 Beacon Financial Advisory LLC294,114$11.53M2.3%+3.5%0.329%
8/13/2026 Capital Square LLC46,078$1.80M0.8%N/A0.051%
7/10/2026 Spinnaker Investment Group LLC52,581$2.06M0.3%+272.0%0.061%
7/9/2026 Breakwater Capital Group8,373$328K0.0%N/A0.010%
7/8/2026 Cooper Financial Group8,667$340K0.0%-5.4%0.010%
7/7/2026 Dynamic Advisor Solutions LLC13,334$523K0.0%+16.0%0.016%
7/7/2026 CoreCap Advisors LLC952$37K0.0%N/A0.001%
6/9/2026Contango Wealth Management LLC14,977$588K0.7%-86.1%0.020%
5/19/2026 Bank of America Corp DE6,207,962$243.79M0.0%+29.4%8.119%
5/19/2026 Arkadios Wealth Advisors14,733$579K0.0%-2.8%0.019%
5/18/2026 Royal Bank of Canada678,313$26.64M0.0%+3.5%0.887%
5/16/2026 Family Manage LLC789,776$31.02M3.7%+100.8%1.033%
5/14/2026 Liberty One Investment Management LLC70,997$2.79M0.3%+45.0%0.093%
5/13/2026 Cetera Investment Advisers66,224$2.60M0.0%-13.0%0.087%
5/13/2026 Wealthspire Retirement LLC536,243$21.06M1.3%N/A0.701%
5/8/2026 Madison Asset Management LLC426,822$16.76M0.2%+71.0%0.558%
5/7/2026 True North Advisors LLC508,913$19.99M2.3%+42.4%0.666%
5/7/2026 White & Co Financial Planning Inc259,554$10.19M7.2%+12.2%0.339%
5/6/2026 Frontier Asset Management LLC48,612$1.91M0.4%-9.6%0.064%
5/6/2026 Morling Financial Advisors LLC793,655$31.17M9.6%+7.5%1.038%
5/5/2026 D.A. Davidson & CO.72,585$2.85M0.0%+6.6%0.095%
5/4/2026 Beckerman Institutional LLC138,179$5.43M2.9%+9.5%0.181%
5/4/2026 Retirement Planning Group LLC29,956$1.18M0.0%N/A0.039%
5/2/2026 CAP Partners LLC22,009$864K0.5%+2.3%0.029%
5/1/2026 Fifth Third Bancorp9,324$366K0.0%N/A0.012%
4/29/2026 Axxcess Wealth Management LLC105,901$4.16M0.1%+1.5%0.140%
4/28/2026 Peak Financial Management Inc.279,656$10.98M2.8%+21.1%0.373%
4/28/2026 Beacon Financial Advisory LLC284,209$11.16M2.5%+9.4%0.379%
4/27/2026 Leelyn Smith LLC791,161$31.07M4.4%+7.3%1.055%
4/27/2026 World Investment Advisors8,545$336K0.0%+23.8%0.011%
4/25/2026 KPP Advisory Services LLC114,093$4.48M0.7%+90.7%0.152%
4/24/2026 Bellevue Asset Management LLC115,401$4.53M2.3%+0.8%0.154%
4/24/2026 Barnes Pettey Financial Advisors LLC17,993$707K0.3%+169.1%0.024%
4/24/2026 DeLarme Wealth Management Inc.23,280$914K0.6%+3.9%0.031%
4/24/2026 First Pacific Financial2,285,970$89.77M11.6%+5.1%3.049%
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4/23/2026 Etesian Wealth Advisors Inc.149,515$5.87M1.9%+45.1%0.199%
4/23/2026 Peak Financial Advisors LLC635,012$24.94M11.0%-1.1%0.847%
4/23/2026 Apollon Financial LLC29,760$1.17M0.2%-2.9%0.040%
4/23/2026 Pasadena Private Wealth LLC316,105$12.41M1.7%-10.9%0.422%
4/22/2026 Janney Montgomery Scott LLC1,377,532$54.10M0.1%+12.8%1.847%
4/22/2026 Onyx Bridge Wealth Group LLC388,997$15.28M1.6%+17.7%0.522%
4/21/2026 Maridea Wealth Management LLC114,040$4.48M0.7%+17.1%0.153%
4/20/2026 Kestra Private Wealth Services LLC34,948$1.37M0.0%+121.2%0.047%
4/20/2026 Keudell Morrison Wealth Management1,100,368$43.21M8.8%-7.1%1.475%
4/18/2026 Weaver Capital Management LLC507,700$19.94M4.3%-0.6%0.682%
4/18/2026 Nautilus Advisors LLC8,757$344K0.2%-27.8%0.012%
4/16/2026 Kavar Capital Partners Group LLC20,153$791K0.1%N/A0.027%
3/13/2026 World Investment Advisors6,901$273K0.0%N/A0.011%
2/19/2026 Axxcess Wealth Management LLC104,291$4.13M0.0%+5.3%0.159%
2/18/2026 Onyx Bridge Wealth Group LLC330,423$13.09M1.4%+36.4%0.503%
2/17/2026 Cetera Investment Advisers76,156$3.02M0.0%-8.9%0.116%
2/17/2026 Equitable Holdings Inc.86,530$3.43M0.0%+97.6%0.132%
2/17/2026 Osaic Holdings Inc.110,238$4.37M0.0%-35.4%0.168%
2/17/2026 Advisory Services Network LLC17,987$712K0.0%-17.5%0.027%
2/17/2026 Captrust Financial Advisors5,169,200$204.70M0.4%+7.9%7.873%
2/17/2026 &PARTNERS111,953$4.43M0.0%+61.3%0.171%
2/17/2026 Royal Bank of Canada655,133$25.94M0.0%+40.1%0.998%
2/17/2026 Rothschild Wealth LLC238,726$9.45M0.9%N/A0.364%
2/17/2026 Beacon Financial Advisory LLC259,835$10.29M2.4%N/A0.396%
2/16/2026 MML Investors Services LLC116,116$4.60M0.0%+40.1%0.177%
2/16/2026 Mariner LLC87,631$3.47M0.0%+41.5%0.133%
2/16/2026 Arax Advisory Partners173,381$6.87M0.2%N/A0.264%
2/16/2026 Blue Jean Financial LLC34,030$1.35M1.1%N/A0.052%
2/13/2026 Kestra Advisory Services LLC1,543$61K0.0%N/A0.002%
2/13/2026 Liberty One Investment Management LLC48,947$1.94M0.2%N/A0.075%
2/13/2026 Stifel Financial Corp1,019,664$40.38M0.0%+11.3%1.553%
2/13/2026 Morgan Stanley2,209,223$87.49M0.0%+416.0%3.365%
2/13/2026 OpenArc Corporate Advisory LLC5,218$207K0.0%N/A0.008%
2/13/2026 Ausdal Financial Partners Inc.251,583$9.96M0.5%+2.9%0.383%
2/13/2026 Wells Fargo & Company MN810,120$32.08M0.0%N/A1.234%
2/12/2026 Commonwealth Equity Services LLC76,654$3.04M0.0%+21.9%0.117%
2/12/2026 Steward Partners Investment Advisory LLC168,404$6.67M0.0%+21.2%0.256%
2/12/2026 Principal Securities Inc.38,662$1.53M0.0%+25.2%0.059%
2/11/2026 Janney Montgomery Scott LLC1,221,187$48.36M0.1%+21.7%1.860%
2/11/2026 LPL Financial LLC2,498,998$98.96M0.0%+13.8%3.806%
2/11/2026 Francis Financial Inc.926,037$36.67M7.2%+11.0%1.410%
2/11/2026 Etesian Wealth Advisors Inc.103,037$4.08M1.3%+47.9%0.157%
2/11/2026 Spectrum Wealth Advisory Group LLC377,660$14.96M5.5%+2,124.3%0.575%
2/10/2026 Tidemark LLC420,017$16.63M4.7%+11.6%0.640%
2/10/2026 Tandem Financial LLC41,234$1.60M1.5%-28.3%0.063%
2/10/2026 COFG Advisors LLC12,013$476K0.1%N/A0.018%
2/10/2026 Rothschild Wealth LLC238,726$9.45M1.1%N/A0.364%
2/10/2026 Pasadena Private Wealth LLC354,615$14.04M1.9%+4.8%0.540%
2/10/2026 Northwestern Mutual Wealth Management Co.330,908$13.10M0.0%+50.8%0.504%
2/10/2026 Beckerman Institutional LLC126,218$5.00M2.8%+6.8%0.192%
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2/9/2026 Cary Street Partners Investment Advisory LLC59,332$2.35M0.6%+884.3%0.090%
2/9/2026 Cary Street Partners Financial LLC1,471,817$58.28M1.4%+3.5%2.242%
2/9/2026 Diversified Portfolios Inc.31,148$1.23M0.1%+341.8%0.047%
2/9/2026 Prospera Financial Services Inc8,375$332K0.0%N/A0.013%
2/9/2026 Darden Wealth Group Inc6,500$257K0.1%+26.2%0.010%
2/6/2026 Keudell Morrison Wealth Management1,184,988$46.93M9.9%N/A1.805%
2/6/2026 Axxcess Wealth Management LLC208,582$8.26M0.0%+110.6%0.318%
2/6/2026 Morling Financial Advisors LLC738,344$29.24M9.2%+6.6%1.124%
2/6/2026 Global Retirement Partners LLC14,632$579K0.0%+22.0%0.022%
2/6/2026 BlueStem Wealth Partners LLC279,374$11.06M1.2%-29.2%0.425%


FLXR Institutional Ownership - Frequently Asked Questions

During the previous two years, 149 institutional investors and hedge funds held shares of TCW Flexible Income ETF. The most heavily invested institutionals were Bank of America Corp DE ($243.79M), Captrust Financial Advisors ($204.70M), UBS Group AG ($114.74M), LPL Financial LLC ($98.96M), First Pacific Financial ($89.77M), Morgan Stanley ($87.49M), and Morton Capital Management LLC CA ($64.81M).Learn more on TCW Flexible Income ETF's institutional investors.

Of the 146 institutional investors that purchased TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($4.20M), First Pacific Financial ($2.29M), Morgan Stanley ($1.78M), UBS Group AG ($1.72M), Captrust Financial Advisors ($1.54M), Cary Street Partners Financial LLC ($1.47M), and Keudell Morrison Wealth Management ($1.18M).

Institutional investors have bought a total of 20,909,194 shares in the last 24 months. This purchase volume represents approximately $828.25M in transactions.

Of the 33 institutional investors that sold TCW Flexible Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: M&T Bank Corp ($1.28M), Brookwood Investment Group LLC ($210.54K), BlueStem Wealth Partners LLC ($115.45K), Contango Wealth Management LLC ($92.88K), Keudell Morrison Wealth Management ($84.62K), Osaic Holdings Inc. ($60.33K), and Pasadena Private Wealth LLC ($38.51K).

Institutional investors have sold a total of 2,038,647 shares in the last 24 months. This volume of shares sold represents approximately $80.66M in transactions.


Related Companies

Institutional ownership data for NYSE:FLXR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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